Financial Service Professional
San Francisco, CA
$69,000 - $150,000/year Full-Time
Join New York Life - San Francisco as a Financial Service Professional and help clients build secure financial futures. We're seeking motivated individuals with strong integrity and communication skills who want to grow a purpose-driven career in financial services.
What You'll Do:
- Meet with clients to gather financial information and goals
- Use CRM and marketing tools to identify new prospects
- Deliver personalized financial strategies based on client needs
- Recommend solutions including life insurance, savings plans, and investments
- Build long-term relationships and trust with clients
What We Offer:
- 3-year training & mentorship program
- Marketing, prospecting, and tech support
- Collaboration with established professionals
- Backing of a Fortune 100 company with a 180 year legacy
Qualifications:
- 1+ year experience in financial concepts (preferred)
- Bachelor's degree (preferred)
- Strong networking and communication skills
- High ethical standards
Benefits:
- 401(k) with matching
- Medical, dental, and vision insurance
- Life and long-term disability coverage
- Flexible schedule & retirement plan
About New York Life:
We are among the most financially secure companies in the world, with top ratings from all four major agencies. Recognized by Fortune as one of the "World's Most Admired Companies," we've also led the industry in Million Dollar Round Table (MDRT) membership for 65 consecutive years.
Must be able to commute or relocate to San Francisco, CA 94105